Best Practices

ideas and best practice methodologies.

Best Practices

11 Customer Success Manager Interview Questions Companies Ask & Why

A list of in-depth Customer Success Manager interview questions to check that your candidate understands churn, stress, upselling & everything else!

Best Practices

How To Be A Good Customer Success Manager

Advice and tips from 15 CSMs from all over the world on how to be a good Customer Success Manager.

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Best Practices

How To Use Account-Based Marketing Tactics In Customer Success

How ab marketing complements Customer Success and examples of account-based marketing tactics you can use across departments.

Best Practices

8 Customer Success Best Practices From Peter Sterkenburg

Insightful interview with Peter Sterkenburg on customer success best practices he learned in his experience as a Customer Support and Customer Success representative.

Best Practices

How I Solved the Challenge of Measuring Customer Success ROI

How to face the challenges of calculating customer success ROI within the ever-changing SaaS industry with examples and guide

Best Practices

How CS leaders measure the ROI of CSMs and why many struggle

A round-up of customer success stories on how industry leaders measure ROI and best practices on calculating it individually for customer success managers.

Best Practices

Key Tips to Reduce Your B2B SaaS Startup’s Churn

New customer acquisition is extremely important for SaaS businesses at every stage of their life cycle, but particularly …

Best Practices

9 Customer Success Automation Challenges And How to Handle Them

80% of customers say the experience a company provides is as important as its products and services. Still, …

Best Practices

Shopify Onboarding Analysis: What Great Email Onboarding Looks Like

Shopify’s onboarding process should be an example for CSMs. After all, they wouldn’t have become the most popular …

Best Practices

14 CSM’s Advice to Getting Jobs in Customer Success

Jobs in customer success are trending so here are 14 top-level customer success managers with some precious advice for those who want to start a career.

Best Practices

How to Set Up a Customer Success Team in 5 Steps

Your business is built on the success of your customers. If they use your service successfully, renewals and …

Best Practices

A New Way To Look At Customer Interactions

When to have a meeting, when to send a message, and when to automate The success rate on …

Best Practices

Pricing Strategies For Your SaaS And How To Pick One

Deciding on a pricing strategy for a SaaS is often not as easy as it looks. Most products …

Best Practices

Create A Standout Customer Experience With Better SaaS Onboarding

After your sales and marketing team have done their jobs, you come to the first step of customer …

Best Practices

How Email Automation Can Drive Your Customer Success Program

“Automation” has been one of the hottest terms in marketing over the past decade or so. Especially in …

Best Practices

How to Build Your Product from Scratch with a Customer Success Mindset

Many companies come to customer success late in their lifecycles. They release a product or service, start facing …

Best Practices

14 Customer Retention Strategies For SaaS You Can Implement Today

Customer churn is the SaaS kryptonite. It is what scares SaaS founders the most, and they are always …

Best Practices

How To Move To A Software Subscription Model

While there are still plenty of traditional software vendors out there, the software subscription model is becoming more …

Best Practices

6 Ways To Make Emotional Connections With Potential Customers

In a competitive market, you need to have strong relationships with potential customers before they make a purchase …

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